STEP 1: Please fill in your name and info. as the Reseller (if this is for a new sold job) or as the "Mentor" (if this is for a new Reseller recruit).
This is your personal name and info. as a Certainty Management independent contractor / affiliate ("Reseller") or as the Certainty Recruiter (i.e., "Mentor") of a new Reseller you're introducing to the firm to make sure you get credit for them:
Your name (Reseller/affiliate):
First Name
Last Name
Your Mentor's name (your recruiter):
STEP 2: Please fill out and submit a SEPARATE form for each product sold or new Reseller recruited, to help us keep things crystal clear.
Even if multiple products were sold to the same client and/or they also become a Reseller as well, each Reseller Recruit or New Job requires its OWN SEPARATE submission. The Reseller submission is in Section A. New Jobs submission is in Sections B-F. NOTE: these should be CLOSED JOBS only, not just "leads" you are working on (i.e., submitted to Vendor).
SECTION A - NEW RESELLER: New Certainty Team Member Recruit.
PLEASE REMEMBER TO SUBMIT ONLY ONE NEW SALE OR RECRUIT PER FORM TO AVOID CONFUSION. We encourage you to recruit your friends and loved ones, and even sharp people you just meet in public, to be a part of our affiliate team. If you believe they'll be professional, low maintenance, and represent us well, they're welcome to apply. To do so, please have them schedule an initial interview with Patrick at https://calendly.com/certainty-team/30min. Please direct any recruiting questions to Jill McAuley through our app, at 801-885-5303, or at jmcauley@certaintyteam.com.
Please rank this Reseller's potential in your mind: 1-Star (Has Potential), 3-Star (Should Do Great), and 5-Star (Freaking Rock Star, in my opinion).
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New Reseller name:
First Name
Last Name
Reseller location (city and state):
New Reseller cell #:
New Reseller email:
Any additional insights you'd like to share?
Is this for a sold job or a new recruit?
Please Select
Sold job
New recruit
SECTION B - NEW SALE: Automation (East Pass Advisors)
Workplace Automation is an extraordinary service that we are going to be rolling out to the company soon. It's offered by East Pass Advisors, the same vendor that does our Medical Underpayment Audit service. Details forthcoming. Please submit any East Pass Advisor jobs using this JotForm. Please put any East Pass questions in the East Pass channel of our Certainty Connect app or, if needed, direct them to Brian Lord at 251-367-1040 or at blordepa@gmail.com.
SECTION C - NEW SALE: Banking (FinMore)
FinMore is a banking partner we have that is currently on hold. It will be available in the future (possibly under a different name). There's no need to submit one of these JotForms for FinMore enrollments. New FCMs and FBOs just enroll directly through your FinMore site and personal link if you have one. If you haven't yet signed up reach back out to whoever recruited you to the Certainty Team. If they're not a part of FinMore, you can sign up at https://certainty.finmore.com if you'd like. Please ask any FinMore questions in the FinMore channel of our Certainty Connect app or, if needed, direct them to Jill McAuley through our app, at 801-885-5303, or at jmcauley@certaintyteam.com, or Frank Helring through the app, at 949-742-0690, or at fhelring@certaintyteam.com. As a back-up, try Patrick at 760-712-8532 or at plaing@certaintyteam.com.
SECTION D - NEW SALE: Battery Mgt. System (Atom Energy)
There's no need to submit one of these JotForms for Atom Energy sales. If you have one of these (corporate, civic, global, or governmental/presidential level) introductions, please reach out to Frank Helring through the app, at 949-742-0690, or at fhelring@certaintyteam.com or try Patrick Laing at 760-712-8532 or at plaing@certaintyteam.com.
SECTION E - NEW SALE: C.I. Program NIL Tax Strategy (JMS & Co.)
There's no need to submit one of these JotForms for Name, Image, Likeness (NIL) funding sales. If you have one of these introductions, please reach out to Patrick Laing through our app, at 760-712-8532, or at plaing@certaintyteam.com. Contact Frank Helring through the app, at 949-742-0690, or at fhelring@certaintyteam.com as a back-up.
SECTION F - NEW SALE: Corp. Benefits Initiative (CrossFire IQ)
Please submit any Corporate Benefits Initiative jobs using this JotForm. Put any CBI questions in the CrossFire IQ channel of our Certainty Connect app or, if needed, direct them to Jill McAuley through our app, at 801-885-5303, or at jmcauley@certaintyteam.com or Victoria Foster at 971-400-0884, or vfoster@certaintyteam.com.
Please rate this CBI by CrossFire IQ's customer's size: 1-Star (100 or less employees), 2-Star (101-200 employees), 3-Star (201-300 employees), 4-Star (301-400 employees), 5-Star (400+ employees).
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Company name & location (city & state):
Primary contact name:
First Name
Last Name
Primary contact title:
Primary contact main phone #:
Primary contact email address:
Alt. contact name & title (if applicable):
Alt. contact phone # (if applicable):
Alt. contact email address (if applicable):
Number of employees (for CBI):
Status of CrossFire IQ Corporate Benefits Initiative job:
Please Select
1. Questionnaire completed
2. CFire IQ appt. scheduled
3. Client in underwriting
4. Proj Blue appt. scheduled
5. Funded (customer paid)
6. Paid (Certainty funded)
7. Paid in full (Reseller paid)
Any additional details about the job you feel would be helpful:
Save
SUBMIT
SECTION G - NEW SALE: SETC (CF IQ, SETC PROs & SETC Tax Return)
Please submit any SETC jobs using this JotForm, regardless of who the provider you use is. Please put any SETC questions in the SETC channel of our Certainty Connect app or, if needed, direct them to Victoria Foster via the app, at 971-400-0884, or vfoster@certaintyteam.com.
Please rate this SETC by CrossFire IQ's status based on the following criteria: 1-Star (no interest in SETC PROs Advance Loan), 2-Star (SETC PROs Advance Loan interest unknown), 3-Star (TBD interest in SETC PROs Advance Loan), 4-Star (very interested in SETC PROs Advance Loan), 5-Star (already applied for and was approved for SETC PROs Advance Loan).
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SETC Provider
Please Select
CrossFire IQ
SETC PROs
SETC Tax Return
Client name (company or individual) & location (city & state):
Primary contact (or 1099) name:
First Name
Last Name
Primary contact title:
Primary contact phone #:
Primary contact email address:
Alt. contact name & title (if applicable):
Alt. contact phone # (if applicable):
Alt. contact email address (if applicable):
Total refund quoted:
Fee % selected:
Please Select
TBD
20%
25%
Other
Name of referral source (if applicable):
First Name
Last Name
Percent (%) to you (or each of you):
Name of other Reseller or Referral Source you're splitting job with:
First Name
Last Name
Status of tax credit recovery (SETC) job:
Please Select
1. Waiting on docs and sig.
2. Partial docs submitted
3. Docs in - Waiting on sig.
4. Signed/submitted to IRS
5. Funded (customer paid)
6. Paid (Certainty paid)
7. Paid in full (Reseller paid)
Any additional details about the job you feel would be helpful:
Save
SUBMIT
SECTION H - NEW SALE: Healthcare Membership (LifeExec)
There's no need to submit one of these forms for LifeExec leads. As LifeExec affiliates, we are contracted directly with (and paid directly by) the company. You have to purchase one of their affiliate packages: Affiliate 1 ($89/mo.) to sell product, Teams 2 ($199/mo.) to sell and recruit other affiliates to sell, or Teams 3 ($299/mo.) to sell, recruit affiliates, and also recruit other Teams. Send prospects to your own site if you're an Affiliate 1 or Team 2 or 3, or just send them to our company (site) www.certaintybenefits.com. To become an affiliate, go to www.certaintysignup.com. Please put any LifeExec questions in the LifeExec channel of our Certainty Connect app or, if needed, direct them to Victoria Foster through our app, at 971-400-0884, or vfoster@certaintyteam.com.
SECTION I - NEW SALE: Lending (David Allen Cap. or Simplicity FC)
There's no need to submit one of these forms for Lending leads. As David Allen Capital affiliates, we are contracted directly with (and paid directly by) DAC. There's no cost to become a DAC affiliate. Just go to www.certaintyfundingteam.com to enroll. Send customers to www.certaintyfunds.com to apply. For Simplicity Capital Funding help, send clients to Brian Poynter directly. Please put any lending questions in the Lending & Finance channel of our Certainty Connect app or, if needed, direct them to Brian Poynter through our app, at 713-805-1193, or bpoynter@certaintyteam.com.
SECTION J - NEW SALE: Major Medical (Impact Health Sharing)
There's no need to submit one of these forms for Impact Health Sharing leads. As Impact Health Sharing affiliates, we are contracted directly with (and paid directly by) IHS. You have to pay $299 one time and $25 per month to qualify for 100% commission, or you can just sell directly through us and earn 60% of the regular commissions owed. Send customers to www.certaintyimpact.com to get a quote or enroll. Please put any IHS questions in the Impact Health channel of our Certainty Connect app or, if needed, direct them to Patrick Laing through our app, at 760-712-8532, or plaing@certaintyteam.com.
SECTION K - NEW SALE: Medical Underpayment Audit (East Pass Adv.)
Please submit any East Pass Advisor jobs using this JotForm. Please put any East Pass questions in the East Pass channel of our Certainty Connect app or, if needed, direct them to Brian Lord at 251-367-1040 or at blordepa@gmail.com.
Please rate this East Pass Advisors customer's size: 1-Star ($100MM-200MM in accounts), 2-Star ($200-300MM in accounts), 3-Star ($300-400MM in accounts), 4-Star ($400-500MM in accounts), 5-Star (500MM+ in accounts).
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This is a new East Pass sale:
Please Select
Yes
No
Oops (I'm in the wrong section; recalculating....)
Type of customer:
Please Select
ASC (ambulatory surgery center)
Hospital
Urgent Care center
Other
Please explain "Other" response:
Company name & location (city & state):
Company website:
Primary contact name:
First Name
Last Name
Primary contact title:
Primary contact phone #:
Primary contact email address:
Alt. contact name & title (if applicable):
Alt. contact phone # (if applicable):
Alt. contact email address (if applicable):
Total recent annual net patient revenue:
Describe your relationship with the contact:
Any additional details about the job you feel would be helpful:
Status of East Pass (medical underpayment audit) job:
Please Select
1. Oops, I still need to be Trained and Certified. I'll be back later...
2. Warm lead submitted (to David Clingo or Brian Lord)
and opportunity discussed.
3. Discovery call scheduled
4. Registration completed (required co. details above)
5. Funded (customer paid)
6. Paid (Certainty funded)
7. Paid in full (Reseller paid)
Save
SUBMIT
SECTION L - NEW SALE: Net Zero/IAQ Tech. (Sterile Safe Solutions)
There's no need to submit one of these JotForms for Sterile Safe Solutions leads. What you do need to fill out is the Sterile Safe "Meeting Prep. Questionnaire" found at https://form.jotform.com/231717386338160 instead. Please ask any SSS questions in the Sterile Safe channel of our Certainty Connect app or, if needed, direct them to Frank Helring through our app, at 949-742-0690, or at fhelring@certaintyteam.com or contact Patrick Laing as a back-up if needed at 760-712-8532 or at plaing@certaintyteam.com.
SECTION M - NEW SALE: Print-Copy Contract Renegotiation (NuQuo)
There's no need to submit one of these JotForms for NuQuo leads. You need to fill out the NuQuo Client Information Sheet (see sample at https://drive.google.com/file/d/1VK-K1VKlLk8OGPO-KKyfg3lLgXLQCOJj/view?usp=sharing). Send a message to Victoria and ask for the FILLABLE form if you haven't already. Please ask any NuQuo or Brightoner questions in the NuQuo or Brightoner channels of our Certainty Connect app or, if needed, direct them to Victoria Foster via our app, at 971-400-0884, or vfoster@certaintyteam.com. If you have a Brightoner sale, no need to submit it here. Reach out to Kevin McGee at 208-254-6411 or email him the client information at kevin@brightoner.com. He'll call and set them up himself.
If you haven't filled one of these JotForms out, yourself, as a New Reseller, please do so ASAP. Thank you very much. We appreciate your efforts, and your engagement.
Save
SUBMIT
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